Xcel Energy shares owned by Costello Asset Management
Quarter-by-quarter ownership of Xcel Energy (XEL) shares owned by Costello Asset Management
from 13F filings
Historical chart of Costello Asset Management investment in Xcel Energy
Tip: Access up to 7 years of quarterly data
All positions including Xcel Energy held by Costello Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Xcel Energy by Costello Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $152k | 1.9k | 80.63 |
| 2025-06-30 | $125k | 1.8k | 68.10 |
| 2025-03-31 | $130k | 1.8k | 70.81 |
| 2023-03-31 | $1.2M | 17k | 67.44 |
| 2022-12-31 | $1.3M | 19k | 70.11 |
| 2022-09-30 | $1.2M | 19k | 63.99 |
| 2022-06-30 | $1.5M | 21k | 70.77 |
| 2022-03-31 | $1.5M | 21k | 72.17 |
| 2021-12-31 | $1.5M | 23k | 67.70 |
| 2021-09-30 | $175k | 2.8k | 62.50 |
| 2021-06-30 | $91k | 1.4k | 66.18 |
| 2021-03-31 | $91k | 1.4k | 66.18 |
| 2020-12-31 | $92k | 1.4k | 66.91 |
| 2020-09-30 | $95k | 1.4k | 69.09 |
| 2020-06-30 | $86k | 1.4k | 62.55 |